Core Insights - KLA reported revenue of $3.3 billion for the quarter ended December 2025, reflecting a year-over-year increase of 7.2% and exceeding the Zacks Consensus Estimate of $3.26 billion by 1.02% [1] - The company's EPS for the quarter was $8.85, up from $8.20 in the same quarter last year, also surpassing the consensus estimate of $8.82 by 0.36% [1] Revenue Breakdown - Semiconductor Process Control revenues reached $3 billion, exceeding the average estimate of $2.94 billion, with a year-over-year increase of 9% [4] - Specialty Semiconductor Process revenues were $140.58 million, slightly below the estimated $144.58 million, showing a decline of 12.4% year-over-year [4] - Service revenues amounted to $786.05 million, surpassing the average estimate of $751.55 million, marking a year-over-year increase of 17.8% [4] - Product revenues were reported at $2.51 billion, slightly above the average estimate of $2.49 billion, with a year-over-year growth of 4.2% [4] - PCB and Component Inspection revenues totaled $152.18 million, below the average estimate of $159.69 million, reflecting a year-over-year decrease of 5.5% [4] Stock Performance - KLA's shares have returned 33.9% over the past month, significantly outperforming the Zacks S&P 500 composite, which saw a change of 0.8% [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Core Viewpoint - KLA (KLAC) is expected to report quarterly earnings of $8.82 per share, reflecting a 7.6% increase year-over-year, with revenues projected at $3.26 billion, a 6.1% increase compared to the previous year [1]. Earnings Estimates - Over the last 30 days, the consensus EPS estimate for the quarter has been revised upward by 0.3%, indicating analysts' reassessment of their initial forecasts [2]. - Revisions to earnings estimates are crucial indicators for predicting investor actions regarding the stock, with empirical research showing a strong correlation between earnings estimate trends and short-term stock price performance [3]. Revenue Projections - Analysts estimate 'Revenues- Specialty Semiconductor Process' will reach $144.58 million, a decrease of 9.9% from the prior-year quarter [5]. - 'Revenues- Service' is projected at $751.55 million, indicating a year-over-year increase of 12.6% [5]. - 'Revenues- Product' is expected to be $2.49 billion, reflecting a 3.5% increase from the previous year [5]. - 'Revenues- Semiconductor Process Control' is estimated at $2.94 billion, showing a year-over-year increase of 6.7% [6]. - 'Revenues- PCB and Component Inspection' is forecasted at $159.69 million, a slight decrease of 0.9% year-over-year [6]. Geographic Revenue Insights - 'Geographic Revenues- China' is expected to reach $921.82 million, a decrease of 15.6% from the prior-year quarter [6]. - 'Geographic Revenues- Rest of Asia' is projected at $113.21 million, indicating a year-over-year increase of 17.2% [7]. - 'Geographic Revenues- North America' is forecasted to be $291.08 million, reflecting a 1.7% increase from the previous year [7]. - 'Geographic Revenues- Europe & Israel' is expected to be $145.56 million, a year-over-year increase of 8.4% [8]. - 'Geographic Revenues- Taiwan' is projected at $808.53 million, indicating a decrease of 8.3% year-over-year [8]. - 'Geographic Revenues- Korea' is expected to reach $630.80 million, reflecting a significant increase of 76.5% from the prior-year quarter [8]. - 'Geographic Revenues- Japan' is projected at $323.43 million, indicating a year-over-year increase of 41.5% [9]. Stock Performance - KLA shares have returned +18.2% over the past month, significantly outperforming the Zacks S&P 500 composite, which saw a change of +0.2% [9]. - KLA holds a Zacks Rank 1 (Strong Buy), indicating expectations to outperform the overall market in the near future [10].

Core Insights - KLA reported $3.17 billion in revenue for the quarter ended June 2025, a year-over-year increase of 23.6% and an EPS of $9.38 compared to $6.60 a year ago, exceeding Zacks Consensus Estimates [1] - The revenue surpassed the Zacks Consensus Estimate of $3.08 billion by 3.21%, and the EPS exceeded the consensus estimate of $8.53 by 9.96% [1] Revenue Breakdown - Semiconductor Process Control revenues were $2.88 billion, exceeding the average estimate of $2.77 billion, with a year-over-year change of 24.7% [4] - Specialty Semiconductor Process revenues were $141.87 million, slightly below the estimated $150.12 million, representing a year-over-year increase of 17% [4] - Service revenues reached $702.56 million, surpassing the estimate of $694.66 million, with a year-over-year change of 14.4% [4] - Product revenues totaled $2.47 billion, exceeding the average estimate of $2.38 billion, reflecting a year-over-year increase of 26.5% [4] - PCB and Component Inspection revenues were $154.11 million, below the estimated $161.18 million, with a year-over-year change of 10.1% [4] Stock Performance - KLA shares returned +0.4% over the past month, compared to the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3]

Core Insights - KLA reported a revenue of $3.06 billion for the quarter ended March 2025, marking a 29.8% increase year-over-year, with an EPS of $8.41 compared to $5.26 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $3.01 billion by 1.92%, and the EPS also surpassed the consensus estimate of $8.06 by 4.34% [1] Revenue Breakdown - Product revenue reached $2.39 billion, exceeding the three-analyst average estimate of $2.35 billion, reflecting a year-over-year increase of 35.3% [4] - Service revenue was reported at $669.21 million, above the three-analyst average estimate of $657.04 million, representing a year-over-year growth of 13.3% [4] - Revenue from PCB, Display, and Component Inspection was $168.55 million, surpassing the estimated $140.55 million, with a year-over-year change of 26.4% [4] - Specialty Semiconductor Process revenue was $156.50 million, compared to the average estimate of $145.14 million, indicating a 19.8% year-over-year increase [4] - Semiconductor Process Control revenue was $2.74 billion, slightly above the $2.72 billion average estimate, showing a year-over-year growth of 30.7% [4] Stock Performance - KLA shares have returned +0.8% over the past month, while the Zacks S&P 500 composite experienced a -0.2% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]